Trusts & Inheritance Lessons | Longevity and Withdrawal Strategies | Decluttering Your Retirement Plan
Manage episode 514648547 series 3561360
What happens when your retirement math suddenly changes? Jon Hicks explores why most inheritances vanish in five years, how longevity and inflation challenge old withdrawal rules, and why organizing your financial “junk drawer” is the key to a confident retirement. Discover practical insights on trust planning, income strategies, and building a clear, actionable blueprint for your future.
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314 episodes

 
 
 
